Zoom General

From the author

Use when comparing products.

— the description by Zoom

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

Zoom General serves as a strategic starting point for developers and architects to navigate the Zoom ecosystem. It provides a structured workflow to classify integration requirements, identify the correct Zoom product surface (such as APIs, SDKs, or webhooks), and determine the necessary authentication model. By guiding users through a decision-making process, it ensures that developers select the right tool for their specific use case before routing to more specialized skills.

What it does

Classifies integration jobs based on desired outcomes like embedding meetings or automating resources.
Maps requirements to specific Zoom surfaces including REST APIs, WebSockets, and various SDKs.
Provides guidance on selecting the correct authentication and scope model for an integration.
Facilitates routing to specialized skills once the product context is established.
Offers comparative context for tasks that span multiple Zoom product boundaries.

When to use it

When you are in the early stages of planning a Zoom integration and need to choose the right app type.
When you need to compare different Zoom surfaces to determine which fits your technical requirements.
When a task involves multiple Zoom products and requires a high-level architectural approach.
When you need to confirm the correct authentication flow for a specific integration scenario.

Advantages

Prevents premature selection of tools by enforcing a structured classification process.
Clarifies the distinction between user-level OAuth, account-level OAuth, and SDK signatures.
Reduces complexity by routing users to narrow, specialized skills after initial planning.
Provides a clear decision matrix for choosing between General Apps, Server-to-Server OAuth, and Webhook Only apps.

Usage examples

“I want to build an app that automates meeting reports. Which Zoom app type should I use?”: The agent will guide you to classify the job as backend automation, leading to the recommendation of Server-to-Server OAuth for its lack of user interaction requirements.
“Should I use the Meeting SDK or the Video SDK for my project?”: The agent will help you compare the two based on your specific embedding needs and surface requirements, ensuring you choose the correct SDK for your use case.

Install

Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/openai/zoom-general/download

Unzip it into the cross-client skills folder of your project:

mkdir -p .agents/skills && unzip zoom-general.zip -d .agents/skills

Documentation by Zoom

Use this skill for cross-product platform context after the user’s goal is understood. For first-step routing, prefer start, plan-zoom-product, or plan-zoom-integration.

Workflow

Classify the job by outcome: embed meetings, custom video, automate resources, consume events, process media, use meeting intelligence, or publish a Marketplace app.
Choose the Zoom surface that owns the behavior: REST API, webhooks, WebSockets, Meeting SDK, Video SDK, Zoom Apps SDK, Phone, Contact Center, Virtual Agent, Scribe, Rivet, or Cobrowse.
Confirm auth and scope model before implementation; Zoom surfaces differ on user-level OAuth, account-level OAuth, and SDK signatures.
Route to the narrow skill once the surface is chosen rather than keeping broad guidance in context.
Use the preserved guide only when a task crosses product boundaries or needs detailed comparison tables.

References

Full preserved guide: references/full-guide.md
App types: references/app-types.md
Authentication: references/authentication.md
Scopes: references/scopes.md
Marketplace: references/marketplace.md
Query routing playbook: references/query-routing-playbook.md

Files

ATTRIBUTION.mdAdded by AutoGineer866 B
LICENSELicence file added by AutoGineer1.1 KiB
RUNBOOK.md2.4 KiB
SKILL.md1.4 KiB
agents/openai.yaml133 B
references/app-types.md2.6 KiB
references/authentication.md2.0 KiB
references/authorization-patterns.md21.2 KiB
references/automatic-skill-chaining-rest-webhooks.md5.5 KiB
references/community-repos.md9.1 KiB
references/distributed-meeting-fallback-architecture.md14.0 KiB
references/environment-variables.md3.0 KiB
references/full-guide.md5.3 KiB
references/interview-answer-routing.md796 B
references/known-limitations.md2.5 KiB
references/marketplace.md1.6 KiB
references/meeting-webhooks-oauth-refresh-orchestration.md5.3 KiB
references/query-routing-playbook.md2.7 KiB
references/routing-implementation.md3.7 KiB
references/scopes.md3.4 KiB
references/sdk-logs-troubleshooting.md5.7 KiB
references/sdk-upgrade-guide.md4.1 KiB
references/sdk-upgrade-workflow.md3.5 KiB
use-cases/ai-companion-integration.md9.8 KiB
use-cases/ai-integration.md7.2 KiB
use-cases/backend-automation-s2s-oauth.md4.9 KiB
use-cases/collaborative-apps.md2.6 KiB
use-cases/contact-center-app-lifecycle-and-context-switching.md1.2 KiB
use-cases/contact-center-integration.md1.1 KiB
use-cases/custom-meeting-ui-web.md2.8 KiB
use-cases/custom-video.md5.6 KiB
use-cases/customer-support-cobrowsing.md12.5 KiB
use-cases/electron-meeting-embed.md1020 B
use-cases/embed-meetings.md4.8 KiB
use-cases/enterprise-app-deployment.md1.0 KiB
use-cases/flutter-video-sessions.md910 B
use-cases/form-completion-assistant.md15.3 KiB
use-cases/hd-video-resolution.md8.8 KiB
use-cases/high-volume-meeting-platform.md1.9 KiB
use-cases/immersive-experiences.md2.9 KiB
use-cases/in-meeting-apps.md7.4 KiB
use-cases/marketplace-publishing.md9.2 KiB
use-cases/meeting-automation.md6.1 KiB
use-cases/meeting-bots.md10.6 KiB
use-cases/meeting-details-with-events.md20.8 KiB
use-cases/meeting-links-vs-embedding.md988 B
use-cases/minutes-calculation.md22.5 KiB
use-cases/native-meeting-sdk-multi-platform.md1.5 KiB
use-cases/native-video-sdk-multi-platform.md1.2 KiB
use-cases/prebuilt-video-ui.md12.4 KiB
use-cases/probe-sdk-preflight-readiness-gate.md1.2 KiB
use-cases/qss-monitoring.md2.7 KiB
use-cases/raw-recording.md5.1 KiB
use-cases/react-native-meeting-embed.md1.0 KiB
use-cases/react-native-video-sessions.md953 B
use-cases/real-time-media-streams.md5.4 KiB
use-cases/recording-download-pipeline.md8.7 KiB
use-cases/recording-transcription.md7.2 KiB
use-cases/retrieve-meeting-and-subscribe-events.md32.9 KiB
use-cases/rivet-event-driven-api-orchestrator.md1.3 KiB
use-cases/saas-app-oauth-integration.md4.8 KiB
use-cases/scribe-transcription-pipeline.md1.8 KiB
use-cases/sdk-size-optimization.md5.0 KiB
use-cases/sdk-wrappers-gui.md18.4 KiB
use-cases/server-to-server-oauth-with-webhooks.md1.7 KiB
use-cases/team-chat-llm-bot.md6.7 KiB
use-cases/testing-development.md7.2 KiB
use-cases/token-and-scope-troubleshooting.md2.4 KiB
use-cases/transcription-bot-linux.md14.3 KiB
use-cases/usage-reporting-analytics.md8.5 KiB
use-cases/user-and-meeting-creation.md16.9 KiB
use-cases/video-sdk-bring-your-own-storage.md6.9 KiB
use-cases/virtual-agent-campaign-web-mobile-wrapper.md1.4 KiB
use-cases/virtual-agent-knowledge-base-sync-pipeline.md1.1 KiB
use-cases/web-sdk-embedding.md4.5 KiB
use-cases/zoom-phone-smart-embed-crm.md876 B

use-cases/zoom-phone-smart-embed-crm.md

Zoom Phone Smart Embed CRM Integration

Build CRM communication workflows by combining Zoom Phone Smart Embed, OAuth-authenticated Phone APIs, and webhook/event ingestion.

Skills Needed

phone (primary)
zoom-oauth
zoom-rest-api
zoom-webhooks

Core Architecture

Authenticate users/admins with OAuth.
Embed Zoom Phone in CRM side panel.
Capture Smart Embed events and correlate to CRM records.
Fetch call history/call element details from Phone APIs.
Store call outcomes, notes, and follow-up tasks.

High-Value Use Cases

Click-to-call from account/contact table.
Post-call disposition and notes sync.
SMS follow-up with status tracking.
Real-time supervisor dashboards using webhook updates.

Where to Go Next

../../phone/SKILL.md
../../phone/RUNBOOK.md
../../phone/references/deprecations-and-migrations.md

Requirements and compatibility

Written for: OpenAI Codex

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

What our scanner noticed· Medium risk

Possible data-exfiltration endpoints
Instructions that use the network

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

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Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download zoom-general.zip